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AMG Yacktman Focused Fund (YAFFX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Looking to diversify beyond YAFFX? The mutual funds below have the lowest correlation with YAFFX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from YAFFX.

Best Diversifiers for YAFFX

11 mutual funds have low correlation with YAFFX (below 0.3), 2 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of -0.05, down from 0.64 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LEIFX
Federated Hermes Equity Income Fund-0.050.390.64
53
Large Cap Value EquitiesYAFFX vs LEIFX
RPIDX
T. Rowe Price Dynamic Credit Fund-0.040.050.01
76
Nontraditional BondsYAFFX vs RPIDX
GWMEX
AMG GW&K Municipal Enhanced Yield Fund0.060.100.08
54
High Yield MuniYAFFX vs GWMEX
GWMIX
AMG GW&K Municipal Bond Fund0.070.120.09
63
Municipal BondsYAFFX vs GWMIX
SVAIX
Federated Hermes Strategic Value Dividend Fund0.110.420.58
70
Large Cap Value EquitiesYAFFX vs SVAIX
See all 229 diversifiers for YAFFX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from YAFFX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to YAFFX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.21, down from 0.47 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AAPL
Apple Inc0.210.330.47
89
Technology

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Diversification Analysis

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